Workspaces

A quick guide on how to set up workspaces and assign users to each.

Written by Allan Duquette Updated over a week ago

You may have a business that has multiple branches. Or, maybe you’re a single business with hands in many markets. In these cases, you probably need to have different domains, templates, and contact details.

Workspaces act as a "sub account" within Proposify.With workspaces, you can create a separate space in your account with separate branding features. It's a great way to separate sales teams within your organization, include a separate business in the same account, or manage franchises.

Navigating To Workspaces

Workspace Settings

Once in the page, select an existing workspace to edit it. To create a new workspace, select +add workspace above the existing workspaces list:

Settings Breakdown

Whether you’re editing an existing workspace or adding a new one, you'll be directed to Workspace Settings:

Workspace Name

This is a mandatory, internal-only field that helps you identify this workspace in Proposify.

Custom Logo

Perfect for branch companies or different names for different businesses, this allows you to provide a custom logo for this workspace. This logo will appear at the top of the page for every user who is logged in to their account.